Clear Street issued a research note Monday highlighting Circle Internet Group (CRCL) as well-positioned for long-term growth. The firm anticipates this expansion will be fueled by prediction market trading. Clear Street estimates the total addressable market could surge to $14 billion by 2030, up from $440 million in revenue projected for 2025.
Stablecoins, such as Circle’s USDC, are fundamental to the activity on these platforms. Clear Street believes Circle’s treasury and liquidity infrastructure is well-suited to scale. This scaling is expected as institutional use of digital assets grows.
This positive long-term view coincides with a Financial Post review of 2025 IPO performance published the same day. The article noted that while Circle’s shares are down from their initial peak, they remain significantly above the offering price.
This performance is partly attributed to positive regulatory developments affecting stablecoins.